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Status Future consideration
Workspace Targetprocess
Created by Guest
Created on Aug 4, 2025

Multi-Entity Reporting and Filtering Capability

Currently, there is an inability to create in-platform reports within TargetProcess that have more than 1 entity in its source data, as entity specific filtering in the report data fields is not allowed. The ability to create reports that utilize multiple reports while also allowing entity specific filtering would allow us to see and combine data to encompass a larger scope, allowing enterprise-wide insights. When selecting entity source data for the report, we are able to select advanced filtering which allows us to utilize filters specific to each entity; however, this narrows the scope to the filtered dataset prior to creating a report. We want this advanced filtering by entities for data fields by formula.

Idea priority High